Wealthspire Advisors, LLC J P Morgan ETF Tr U S Value Fa Call Options Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JVAL
# of Institutions
131Shares Held
11.7MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$66.3 Million1.05% of portfolio
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Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$50 Million2.92% of portfolio
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Cwm, LLC860KShares$36.1 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC833KShares$34.9 Million0.02% of portfolio
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Cerity Partners LLC New York, NY541KShares$22.7 Million0.05% of portfolio